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Purtill Financial LLC

● SEC registered since 2017CRD 133764SEC# 801-111854Highland Heights, OH
Export (members)
Reg. AUM
$190.4M
Employees
4
Accounts
578
Location
Highland Heights, OH

Purtill Financial LLC assets under management

Purtill Financial LLC is an SEC-registered investment adviser based in Highland Heights, OH. The firm has been registered since 2017. It reports $190.4 million in regulatory assets under management and employs 4 people.
www.purtillfinancial.comView on SEC.gov ↗

Purtill Financial LLC owners & executives

4 reported
NameTitleOwnershipSince
Carly Ann Purtill ControlController And Investment Advisor25-50%2021
Donald Lee Purtill ControlPresident & CeoUnder 5%2004
Michael Donald Purtill ControlInvestment Advisor25-50%2021
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Frequently asked questions

How much does Purtill Financial LLC manage?

Purtill Financial LLC reports $190.4 million in regulatory assets under management on its Form ADV.

How many employees does Purtill Financial LLC have?

Purtill Financial LLC reports 4 employees.

Where is Purtill Financial LLC located?

Purtill Financial LLC is based in Highland Heights, OH and has been SEC-registered since 2017.

Does Purtill Financial LLC disclose fund performance?

Purtill Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22 Alpha Park, Highland Heights, OH 44143-2208
Phone(440) 484-5340
Fax(440) 484-5398
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$190.4M
Total (RAUM)$190.4M